Market Summary March brought heightened volatility to financial markets as investors reacted to a combination of weaker labor data, persistent inflation concerns, and ongoing geopolitical tensions in the Middle East. Equity markets experienced uneven performance throughout the month, with early declines followed by partial recoveries as investors reassessed the path of monetary policy. For the month, the S&P 500 lost -5.13%, the Nasdaq 100 pulled back -5.01%, and the Russell 2000 retreated...

Market Summary February brought another month of volatility within roughly the same trading ranges as investors balanced moderating inflation data with rising geopolitical risks and growing concerns about the labor market. Equity markets moved unevenly during the month, with technology stocks facing periodic selling pressure while energy shares rallied alongside rising oil prices. Markets were also influenced by a combination of economic releases and Federal Reserve commentary suggesting...

Market Summary January saw U.S. equities rebound modestly despite bouts of volatility tied to economic data delays, policy expectations, and geopolitical headlines. Markets were choppy mid-month after tariff-related headlines triggered selling in technology stocks, but sentiment recovered late as rate expectations stabilized. On a full-month basis, the S&P 500 gained 1.34%, the Nasdaq 1.19%, and the Russell 200 5.36%. Investors rotated away from mega-cap tech and toward cyclicals, energy, and...